Jupiter Wealth Management’s UnitedHealth UNH Stock Holding History

Jupiter Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,654	Closed	-$871K	–	98
2023 Q4	$871K	Hold	1,654	–	–	0.51%	49
2023 Q3	$895K	Buy	1,654 +600	+57%	+$295K	0.58%	44
2023 Q2	$507K	Buy	1,054 +354	+51%	+$173K	0.44%	47
2023 Q1	$331K	Buy	+700	New	+$338K	0.3%	49
2019 Q3	–	Sell	-2,200	Closed	-$587K	–	87
2019 Q2	$587K	Buy	+2,200	New	+$529K	0.29%	46

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jupiter Wealth Management's UNH Position: Q1 2024 in Review

Jupiter Wealth Management sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 1,654 shares — an estimated $871K sold.

Jupiter Wealth Management first reported a position in UNH in Q2 2019 and held it in 5 quarters. The position peaked at $895K in Q3 2023. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Jupiter Wealth Management reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
Jupiter Wealth Management sold 1,654 UnitedHealth shares in Q1 2024, an estimated $871K.
Jupiter Wealth Management first reported a position in UnitedHealth in Q2 2019 and held it in 5 quarters.
Jupiter Wealth Management's UnitedHealth position peaked at $895K in Q3 2023.
3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Jupiter Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.